Wealth Column: Good Riddance, 2020!
Before 2020 fades into history, take the opportunity to make sure financial plans that may have had some challenges responding to the pandemic can get back on track.
Written By:
Bruce Helmer and Peg Webb I Wealth Enhancement Group | 10:00 am, Dec. 27, 2020 ×
Bruce Helmer and Peg Webb, financial advisers at Wealth Enhancement Group and co-hosts of “Your Money” on KLKS 100.1 FM on Sunday mornings.
Before we wish you all a Happy New Year, we would like to take a brief moment to reflect on 2020 and give it the send off it deserves. So here it is…
Dear 2020, don’t let the door hit ya’.
Wealth Column: All about gifting and giving
Whether it s giving a monetary gift to a loved one or giving to charity this time of year, checking with a financial adviser can help navigate the options and using sites like Charity Navigator can help verify your money is going to the cause you support.
Written By:
Bruce Helmer and Peg Webb I Wealth Enhancement Group | 10:00 am, Dec. 20, 2020 ×
Bruce Helmer and Peg Webb, financial advisers at Wealth Enhancement Group and co-hosts of “Your Money” on KLKS 100.1 FM on Sunday mornings.
As a happy holiday coincidence, the giving season comes at the end of the year, when people are also putting a bow on their finances for tax purposes. Now, don’t get us wrong. The purpose of giving is not to get a tax break. If that’s your goal, you’re doing it wrong, and for the wrong reasons.
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